Lowell Langdon Morrison
Professional Summary
Lowell Langdon Morrison is a registered financial advisor currently at PREFERRED CAPITAL SECURITIES, LLC located in Atlanta, Georgia. Lowell is registered as a RR (Registered Representative) and started their career in finance in 2020. Lowell has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PREFERRED CAPITAL SECURITIES, LLC
Contact Information
Main Address
3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327Mailing Address
3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327Phone Number
(855) 330-6594Established
Georgia since 09/17/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/17/2025)
(4/17/2025)
(4/17/2025)
(6/24/2025)
(6/24/2025)
(1/11/2024)
(4/17/2025)
(5/14/2025)
(8/6/2024)
(8/6/2024)
(5/14/2025)
(5/14/2025)
(6/24/2025)
(5/14/2025)
(1/11/2024)
(5/14/2025)
(5/14/2025)
(5/14/2025)
(4/17/2025)
(6/24/2025)
(6/24/2025)
(5/14/2025)
(4/17/2025)
(5/14/2025)
(6/24/2025)
(4/17/2025)
(6/24/2025)
(4/17/2025)
(8/6/2024)
(5/14/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lowell Langdon Morrison's CRS (Customer Relationship Summary).
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